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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,670 | $126,661-35.5% | $113,397-28.0% | $138,895-41.2% |
| Participation rate | 54.2% | 79.4%-25.3pp | 76.5%-22.3pp | 79.9%-25.8pp |
| Annual return | 6.84% | 25.05%-18.2pp | 23.20%-16.4pp | 145.39%-138.6pp |
| Employer contribution / active EE | $449 | $3,456-87.0% | $2,977-84.9% | $4,194-89.3% |
| Participant deferral / active EE | $2,068 | $5,693-63.7% | $5,076-59.3% | $6,396-67.7% |
| Admin fee / account holder | $908 | $14,549-93.8% | $11,957-92.4% | $12,562-92.8% |